May 3, 2023 |
Moving and Your Estate Plan
Moving to a new home is an exciting time, but it also involves a lot of work and planning. One thing that often gets overlooked ...
Learn MoreMoving and Your Estate Plan
Moving to a new home is an exciting time, but it also involves a lot of work and planning. One thing that often gets overlooked during a move is updating your estate plan. Estate planning involves creating legal documents that outline how you want your assets to be distributed after you die. If you’ve recently moved, it’s important to update your estate plan to ensure that your wishes are properly reflected in the documents.
Here are some reasons why updating your estate plan after moving is essential:
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Author: Raymund Rasco
April 27, 2023 |
Why Franchise Regulation Matters and How Shah Total Planning Can Help
Franchising has become a popular way for entrepreneurs to start their own businesses. It allows them to use an established brand and business model, while ...
Learn MoreApril 26, 2023 |
Shah Total Planning: Your Partner in Helping New Graduates Achieve Financial Success
The transition from college to the real world can be challenging for many new graduates. They may be burdened with student loans, struggling to establish ...
Learn MoreApril 24, 2023 |
What High-Net-Worth Individuals Need to Know About the IRS’s $80B Revamp
The IRS recently announced an $80 billion investment to modernize their systems and improve their enforcement capabilities. While this investment is intended to improve tax ...
Learn MoreApril 21, 2023 |
Beware the Tax Traps: Navigating the Murky Waters of CRATs and Monetized Installment Sales
Hey there, just thought I’d share some important tax info with you all! The IRS recently sent out a warning (IR 2023-64) to high-income folks ...
Learn MoreApril 17, 2023 |
When Headlines Worry You, Bank on Investment Principles
Investing can be a stressful and confusing process, especially when news headlines are constantly bombarding us with information about market volatility, economic downturns, and geopolitical ...
Learn MoreApril 13, 2023 |
Revocable vs. Irrevocable Trusts: Choose Wisely for a Robust Financial Plan
When it comes to financial planning, trusts play a significant role in managing and protecting your assets. Trusts come in various forms, with revocable and ...
Learn MoreApril 10, 2023 |
Trusts and Tax Savings
When it comes to taxes, many people are always looking for ways to save money. One of the methods that people often turn to is ...
Learn MoreApril 6, 2023 |
Real Estate Liquidity and Financing
Real Estate Investors Brace for a Liquidity Squeeze Amid Bank Sector Turmoil Real estate investors are currently bracing for a liquidity squeeze in the wake ...
Learn MoreApril 5, 2023 |
Understanding the Impact of the Corporate Transparency Act on Estate and Business Planning Clients
As the days pass by in 2023, we realize that 2024 will be here before we know it and it’s important for estate and business ...
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